C-Level panel acknowledges talent acquisition and retention is a key issue as technology becomes keystone of success.
This year’s BST European Summit features Paula Walter, chief technology officer at Newton Investments in London and BlackRock's Ed Fishwick.
Buy-side firms need to do their homework and be aware of the challenges PBOR adoption presents.
Invesco has implemented a PBOR to improve the accuracy and reliability of its performance and risk reports.
Panelists discuss the rise of PBOR projects across the buy side and the associated challenges.
From case studies to special reports, a look at IBOR in 2014
Variety and volatility framed this year's tech developments
WatersTechnology gathered leading industry experts for a webcast on October 22, 2014 to discuss how firms are moving ahead with their own investment book of record implementations.
BMO Global Asset Management (GAM) has selected Charles River's Investment Management Solution (IMS) for use in its London and Hong Kong operations, the vendor has announced.
On June 26, Waters hosted a webcast to discuss one of the most pressing and important technological developments on the buy side in recent memory ─ the development of an investment book of record (IBOR) system.
Anthony says that asset managers have to be wary of vendors pitching an IBOR solution. There are legitimate choices out there, but even though the term is old, the field of third-party providers is rapidly growing, and there may be imposters.
A merger of three investment managers had just been announced when BMO Global Asset Management made the decision to revamp its portfolio accounting procedures. What followed was a near three-year project that made the company the proud owner of an IBOR,…
Microsoft Excel spreadsheets will continue to be widely used at asset management firms for the foreseeable future. But new regulations, technological advancements, and risk management concerns are leading buy-side firms to examine ways to lessen their…
Moderator Barry Chester, wrapping up a panel discussion on the business case for installing an investment book of record (IBOR), asked a question that should be asked of any hot new piece of technology: Is IBOR just a buzzword? Surprisingly, not everyone…
There is no one way to make a business case for an investment book of record (IBOR). Not when an IBOR still means so many different things to different people. That’s why the panelists at Waters’ IBOR breakfast briefing were all over the map when it came…
The firm has completed a multi-year effort to implement an investment book of record system.